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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,741 | $211,224-63.2% | $178,505-56.4% | $145,897-46.7% |
| Participation rate | 94.7% | 80.8%+13.9pp | 77.1%+17.6pp | 80.3%+14.4pp |
| Annual return | 10.93% | 30.28%-19.4pp | 27.16%-16.2pp | 552.29%-541.4pp |
| Employer contribution / active EE | $3,893 | $4,577-14.9% | $3,955-1.6% | $4,663-16.5% |
| Participant deferral / active EE | $7,921 | $6,966+13.7% | $6,280+26.1% | $6,689+18.4% |
| Admin fee / account holder | $7,736 | $12,109-36.1% | $10,428-25.8% | $13,390-42.2% |